Overview
Internal Chat lets you share platform items as cards inside a team conversation. Instead of copying and pasting links, you send a rich card — with title, summary and icon — that opens the exact item with one click.
It's the fastest way to ask for help or align context: "look at this conversation", "this deal is stuck", "check this charge". You can share 9 item types:
- Conversation (support)
- Contact
- Deal (CRM)
- Task
- Catalog product
- Charge (Payments)
- Calendar event
- WhatsApp Hub broadcast
- Campaign
Prerequisites
- The Internal Chat module enabled for the account.
- Access to the item you want to share and to its module (CRM, Payments, Calendar, etc.).
- At least one channel or direct message to send the card to.
Step by step
- Open the item you want to share (a conversation, a contact, a deal, etc.).
- Use the Share to chat action available on the item's screen.
- Choose the destination channel or direct message.
- (Optional) Write a message alongside the card. Type
@to mention people: the list shows the members of the selected channel. Pick the channel before mentioning. - Send. The card appears in the team conversation.
- Any member can click the card to open the original item.
Settings & options
- Destination: any channel (public, private or announcement where you can post) or direct message. The picker shows only destinations where the membership and posting policy allow you to send; an explicit allowed-poster list can grant that permission even when you have not joined.
- Optional message: add context to the card with text. It appears above the card, in the same bubble. If you leave it empty, the card still appears normally and can be opened.
- Mentions in the message: type
@and pick someone from the list. They get notified exactly like a mention in any other Internal Chat message. The list only offers members of the target channel — mentioning someone who is not in the channel notifies nobody. - Automatic card: the title, summary and icon are built automatically from the item.
- One-click open: the card takes you straight to the item (conversation, contact, deal, etc.).
Use cases
- Ask a teammate to take over a specific conversation.
- Discuss a CRM deal before moving it to the next stage.
- Validate a charge or a Calendar event with the team.
- Share a campaign or a broadcast with whoever will run it.
Tips, limits & best practices
- Always add a short message explaining why you're sharing it.
- Use
@to call the right person instead of hoping someone notices the card. - Share in private channels when the item is sensitive.
- The card points to the item: whoever clicks will see its current state.
- Access to the item still depends on each person's permissions in the source module.
Troubleshooting
- I don't see the "Share to chat" action: confirm the Internal Chat module is enabled for the account.
- The card doesn't open the item: the item may have been removed, or you don't have permission to access it in the source module.
- I shared in the wrong channel: send it again to the correct channel/direct message.
- The mention list doesn't appear when I type
@: pick the target channel first — the list is built from its members.